See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,710 | $60,349+25.5% | $74,183+2.1% | $62,891+20.4% |
| Participation rate | 85.5% | 72.7%+12.7pp | 76.6%+8.8pp | 69.3%+16.1pp |
| Annual return | 7.22% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $852 | $1,680-49.3% | $2,370-64.0% | $2,281-62.6% |
| Participant deferral / active EE | $3,206 | $2,856+12.2% | $3,550-9.7% | $3,203+0.1% |
| Admin fee / account holder | $1,958 | $4,261-54.0% | $5,586-64.9% | $4,296-54.4% |